See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,976 | $117,841-90.7% | $102,423-89.3% | $145,922-92.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.60% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,850 | $3,615-48.8% | $3,023-38.8% | $4,660-60.3% |
| Participant deferral / active EE | $647 | $5,731-88.7% | $5,053-87.2% | $6,688-90.3% |
| Admin fee / account holder | $2,169 | $13,326-83.7% | $9,451-77.0% | $13,397-83.8% |